How to: Create a template using Template Wizard.
Solution:
Open the workbook to create a template from. Select 'Template Wizard...' from the 'Data' menu. Define the template to be created, the database to be created and linked to, and the information to be stored in the database.
NOTE: The following procedure assumes the workbook from which to create a template already exists. If not, create and save the workbook first.
Steps:
1) Open the workbook from which to create a template.
a) Select the 'File' menu and select 'Open...'. (The Open dialog box appears.)
b) Open the folder containing the workbook.
1] Select (click once on) the folder.
2] Click 'Open'.
NOTE: If the workbook file is located in a subfolder, repeat steps 1)b)1] and 1)b)2] until the name of the workbook is displayed in the 'Open' dialog box.
c) Select the name of the workbook.
d) Click 'Open'. (The workbook is displayed.)
2) Select the 'Data' menu and select 'Template Wizard...'. (The Template Wizard - Step 1 of 5 dialog box appears.)
3) Define the template to be created:
Defining the template
a) Select the workbook that was just opened from the drop-down list.
b) Type the location and the name of the template to be created in the appropriate box.
NOTE: Excel defaults the location of the template to the Templates subfolder under the Microsoft Office folder. Template (.xlt) files saved in the Templates folder will be listed in the 'New' dialog box.
4) Click 'Next'. (The Template Wizard - Step 2 of 5 dialog box appears.)
5) Define the database to be created and linked to:
Defining the database
a) Select the desired type of database to be created from the drop-down list box.
NOTE: The available database formats are: Microsoft Excel, Microsoft Access, dBase III, dBase IV, FoxPro 2.0, FoxPro 2.5, Paradox 3.x, Paradox 4.x, and an ODBC Data Source.
b) Type a location and a name for the new database in the appropriate box.
6) Click 'Next'. (The Template Wizard - Step 3 of 5 dialog box appears.)
7) Define the information to be stored in the new database and where in the database the information should be stored:
Defining the information to store
a) Type a name for the specific worksheet or table to store data in the 'Sheet' or 'Table' box.
b) In the 'Cell' box, type the absolute references of a workbook cell that contains the data to be stored.
c) In the 'Field Name' box, type a name that will be the field name for the data specified in the last step.
d) Repeat steps 7)b)and 7)c) for other data to be included in the same sheet or table.
8) Click 'Next'. (The Template Wizard - Step 4 of 5 dialog box appears.)
the Template Wizard - Step 4 of 5 dialog box
9) Do one of the following:
a) Add an existing database of the same type to the new database.
1] Select the 'Yes, include' radio button.
2] Click 'Next'. (Another Template Wizard - Step 4 of 5 dialog box appears.)
3] Click 'Select'. (The Select files to convert dialog box appears.)
the Select files to convert dialog box
4] Locate and select the desired file in the dialog box.
NOTE: Locate the file by browsing through the folders in the dialog box and click on the file to select it.
5] Click 'Open' to return to the 'Template Wizard - Step 4 of 5' dialog box.
6] Repeat steps 9)a)3] through 9)a)5] until all the desired files are selected. (The selected files are displayed in the Files to convert list box.)
NOTE: To remove a file that is selected by mistake, select the file in the 'Files to convert' list box and click 'Delete'.
7] Click 'Next'. (The Template Wizard - Step 5 of 5 dialog box appears.)
the Template Wizard Step 5 of 5 dialog box
b) Skip including any existing database in the new database:
1] Select the 'No, skip it.' radio button.
2] Click 'Next'. (The Template Wizard - Step 5 of 5 dialog box appears.)
10) (Optional) Click 'Add Routing Slip' to add a routing slip.
NOTE: New workbooks created from this template will be routed for review whenever they are created.
11) Click 'Finish' to close the 'Template Wizard - Step 5 of 5' dialog box.
NOTE: A template created with the Template Wizard contains a linked database for specified cells. When a new workbook based on the template is created and data is typed in the specified cells, Excel creates a new record in the linked database and copies the typed data to the corresponding fields. Create templates using the Template Wizard when multiple users need to type data in a single database and when trying to avoid typing the same data twice.
